I've ask myself those same questions M4M, and silly old me can't give myself a lodgical answer.
But what I can say is that by/or before the end of May we will certainly have some answers on PNG. And you may be right, RC and EWC may join forces re Modular LNG trains.
Only time will tell.
I wonder if Mr MW is writing an article re shell's poor design of their "New LNG Modules".